Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s AES AES Stock Holding History

Capital Fund Management (CFM)’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.69M Sell
190,900
-339,700
-64% -$5.06M 0.01% 1216
2025
Q4 		$7.61M Buy
530,600
+37,600
+8% +$530K 0.02% 966
2025
Q3 		$6.49M Sell
493,000
-387,400
-44% -$5.03M 0.02% 1083
2025
Q2 		$9.26M Sell
880,400
-368,100
-29% -$3.94M 0.03% 790
2025
Q1 		$15.5M Buy
1,248,500
+959,900
+333% +$11.1M 0.04% 523
2024
Q4 		$3.71M Buy
288,600
+55,200
+24% +$824K 0.01% 1224
2024
Q3 		$4.68M Sell
233,400
-320,300
-58% -$5.67M 0.01% 1048
2024
Q2 		$9.73M Sell
553,700
-35,000
-6% -$665K 0.03% 684
2024
Q1 		$10.6M Sell
588,700
-248,500
-30% -$4.15M 0.03% 706
2023
Q4 		$16.1M Buy
837,200
+342,100
+69% +$5.56M 0.04% 552
2023
Q3 		$7.53M Buy
495,100
+344,300
+228% +$6.56M 0.03% 743
2023
Q2 		$3.13M Buy
150,800
+129,000
+592% +$2.84M 0.01% 1032
2023
Q1 		$525K Buy
+21,800
New +$554K ﹤0.01% 1439
2021
Q3 		– Sell
-14,100
Closed -$368K – 1487
2021
Q2 		$368K Sell
14,100
-12,300
-47% -$325K ﹤0.01% 1344
2021
Q1 		$708K Buy
+26,400
New +$702K 0.01% 1055

Other funds holding AES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Capital Fund Management (CFM)'s AES Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its AES (AES) stake by 148% in Q1 2026, buying an estimated $486K and bringing the position to 54,712 shares worth $771K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

Capital Fund Management (CFM) first reported a position in AES in Q1 2014 and has held it in 19 quarters since. The position peaked at $5.73M in Q1 2019. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Capital Fund Management (CFM) held 54,712 shares of AES worth $771K as of Q1 2026.
  • Capital Fund Management (CFM) bought 32,627 AES shares in Q1 2026, an estimated $486K.
  • AES made up ﹤0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1771 holding.
  • Capital Fund Management (CFM) first reported a position in AES in Q1 2014 and has held it in 19 quarters since.
  • Capital Fund Management (CFM)'s AES position peaked at $5.73M in Q1 2019.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.